JFS Wealth Advisors’s VanEck Long Muni ETF MLN Stock Holding History

JFS Wealth Advisors’s Portfolio MLN Stock Details MLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-23,500	Closed	-$409K	–	1933
2025 Q1	$409K	Hold	23,500	–	–	0.03%	216
2024 Q4	$420K	Hold	23,500	–	–	0.03%	213
2024 Q3	$430K	Buy	+23,500	New	+$425K	0.03%	210

Other funds holding MLN

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MWAM

Manhattan West Asset Management Los Angeles, California $511M AUM 18.81% 1-Year Est. Return

JFS Wealth Advisors's MLN Position: Q2 2025 in Review

JFS Wealth Advisors sold out of VanEck Long Muni ETF (MLN) in Q2 2025, closing a stake of 23,500 shares — an estimated $409K sold.

JFS Wealth Advisors first reported a position in MLN in Q3 2024 and held it in 3 quarters. The position peaked at $430K in Q3 2024. 115 funds tracked by Wall St. Rank hold MLN as of Q2 2025.

JFS Wealth Advisors reported no remaining VanEck Long Muni ETF position as of Q2 2025 after selling out during the quarter.
JFS Wealth Advisors sold 23,500 VanEck Long Muni ETF shares in Q2 2025, an estimated $409K.
JFS Wealth Advisors first reported a position in VanEck Long Muni ETF in Q3 2024 and held it in 3 quarters.
JFS Wealth Advisors's VanEck Long Muni ETF position peaked at $430K in Q3 2024.
115 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.